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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$22.33
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets135.04M
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
AVEWX vs CWGFX Comparison Chart in %
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AVEWX vs. CWGFX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVEWX is a Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AVEWX (135M). CWGFX pays higher dividends than AVEWX: CWGFX (1.31) vs AVEWX (0.35). AVEWX was incepted earlier than CWGFX: AVEWX (16 years) vs CWGFX (25 years). AVEWX (1.03) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWGFX has a lower initial minimum investment than AVEWX: CWGFX (250) vs AVEWX (2500). CWGFX annual gain was more profitable for investors over the last year : 12.34 vs. AVEWX (9.84). AVEWX return over 5 years is better than : 47.02 vs. CWGFX (31.00).
| AVEWX | CWGFX | AVEWX / CWGFX | |
| Total Expense Ratio | 1.03 | 0.80 | 129% |
| Annual Report Gross Expense Ratio | 1.03 | 0.80 | 129% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 11.762 | 14.398 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 142B | 0% |
| Annual Yield % from dividends | 0.35 | 1.31 | 27% |
| Returns for 1 year | 9.84 | 12.34 | 80% |
| Returns for 3 years | 41.75 | 46.00 | 91% |
| Returns for 5 years | 47.02 | 31.00 | 152% |
| Returns for 10 years | 86.01 | 73.31 | 117% |
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